Compare · 2 funds side by side · dividends reinvested

ESIM and SPY

ESIMEventide×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 03

ESIM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

Eventide International ETFInternational · Ex-US broad0.59%1.44%+13.8%[…][…][…][…][…]$30M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ESIM 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Eventide International ETF · $30M[…]

ESIM

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ESIMMeasureSPY

+13.8%Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

1.44%Trailing 12-mo yield$144 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

ESIMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1ESIM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESIM vs SPY: Top 5 Holdings

Today

ESIM

20.1%in top 5

SPY

in top 527.3%

ESIMStockSPY

7.7%TSMnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.4%HNR1.DEnot top 5

3.2%GBOOYnot top 5

3.0%HY9H.Fnot top 5

2.7%ASMLnot top 5

not top 5GOOGL2.5%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

ESIM vs SPY Returns, Every Period

EventideESIM

[…]

past year

SPYSPDR

+13.4%

past year

ESIMSPYFaded: behind in that period

1–0ESIM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: ESIM vs SPY

YTD

EventideESIM

+13.8%

SPYSPDR

+13.3%

+13.8%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

1.4%Yield1.0%

$30.0MAssets$805B

2–0ESIM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESIM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ESIM0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESIM, SPY

1.44%highest, ESIM

FundTrailing yieldYield$10k

ESIM1.44%$144

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ESIM$144 − $59 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESIM, SPY

Today

0.1%most shared, ESIM and SPY

ESIMSPY

ESIM—0.1%

SPY0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

ESIMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ESIMSPY

+13.8%Year to date+13.3%

1.4%Yield1.0%

[…]Past year+13.4%

0.59%Fee0.09%

2–1ESIM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026